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Financial Management Professionals’s UMB Financial UMBF Stock Holding History

Financial Management Professionals’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7
Closed -$1K – 1085
2022
Q3 		$1K Hold
7
– – ﹤0.01% 874
2022
Q2 		$1K Hold
7
– – ﹤0.01% 894
2022
Q1 		$1K Hold
7
– – ﹤0.01% 972
2021
Q4 		$1K Hold
7
– – ﹤0.01% 911
2021
Q3 		$1K Buy
+7
New +$639 ﹤0.01% 898

Other funds holding UMBF

UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Financial Management Professionals's UMBF Position: Q4 2022 in Review

Financial Management Professionals sold out of UMB Financial (UMBF) in Q4 2022, closing a stake of 7 shares — an estimated $1K sold.

Financial Management Professionals first reported a position in UMBF in Q3 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 265 funds tracked by Wall St. Rank hold UMBF as of Q4 2022.

  • Financial Management Professionals reported no remaining UMB Financial position as of Q4 2022 after selling out during the quarter.
  • Financial Management Professionals sold 7 UMB Financial shares in Q4 2022, an estimated $1K.
  • Financial Management Professionals first reported a position in UMB Financial in Q3 2021 and held it in 5 quarters.
  • Financial Management Professionals's UMB Financial position peaked at $1K in Q3 2022.
  • 265 funds tracked by Wall St. Rank held UMB Financial as of Q4 2022.

Based on Financial Management Professionals's 13F filing for Q4 2022, filed 11 Jan 2023.